Monica Kaufman Shines in the Business Spotlight with Dori DeCarlo

Monica Kaufman, CFP®, is a mom, entrepreneur, and financial planner with over two decades of experience, and has dedicated her career to helping high-achieving women transform their relationship with money—so they can step into true financial confidence and build a life that reflects their deepest values.

Through her work at Harmony Wealth Academy, Monica supports women who are doing it all—leading in their careers, caring for their families, and still feeling financially stretched or uncertain. She also guides parents and their young adult children through our Launcher Program, helping the next generation build a strong financial foundation from day one—breaking cycles of stress before they begin.

Monica is here to share practical, empowering strategies for building wealth without burnout, and how financial clarity can become one of the most powerful forms of self-trust and legacy-building.

Join host Dori DeCarlo on The Business Spotlight and connect with Monica at HarmonyWealthAcademy.com

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